Can a bypass trust pay for major home repairs for a beneficiary?
The question of whether a bypass trust can cover major home repairs for a beneficiary is nuanced, heavily dependent on …
Escondido Estate Planning
Can I require trustees to meet annually with beneficiaries?
Establishing clear communication between trustees and beneficiaries is paramount for a smoothly functioning trust, and the question of annual meetings …
Can I require the trustee to hold town halls for family members or community updates?
The question of mandating regular communication, such as town halls, from a trustee to beneficiaries is a common one, often …
Can I limit trust fund access to beneficiaries with stable employment?
The question of whether you can limit trust fund access to beneficiaries based on their employment status is a common …
Can I require financial literacy training for beneficiaries before distribution?
Yes, you absolutely can, and increasingly, estate planning attorneys like Steve Bliss in Escondido are recommending it as a proactive …